Rank | Firm | Total AUM ($M) |
---|---|---|
1 | Morgan Stanley Smith Barney LLC | $329,704.6 |
2 | Merrill Lynch Pierce Fenner & Smith Inc. | $321,411.0 |
3 | Wells Fargo Advisors LLC | $220,584.9 |
4 | UBS Financial Services Inc. | $185,299.7 |
5 | Ameriprise Financial Services Inc. | $103,385.3 |
6 | LPL Financial LLC | $83,580.2 |
7 | RBC Capital Markets LLC | $44,597.8 |
8 | William Blair & Co. LLC | $43,968.0 |
9 | Robert W. Baird & Co. Inc. | $39,514.3 |
10 | Raymond James & Associates Inc. | $38,307.6 |
11 | Commonwealth Financial Network | $27,738.0 |
12 | Citigroup Global Markets Inc. | $21,244.0 |
13 | Wells Fargo Advisors Financial Network LLC | $20,235.9 |
14 | Stifel Nicolaus & Co. Inc. | $15,904.1 |
15 | Credit Suisse Securities LLC | $14,573.1 |
16 | Moneta Group Investment Advisors LLC | $11,006.6 |
17 | Janney Montgomery Scott LLC | $10,911.9 |
18 | Financial Network Investment Co. | $10,297.0 |
19 | Morgan Keegan & Co. Inc. | $9,652.2 |
20 | Denver Investments | $9,397.9 |
21 | Axa Advisors LLC | $9,090.3 |
22 | NFP Securities Inc. | $8,009.0 |
23 | Lincoln Financial Advisors Co. | $7,655.5 |
24 | Waddell & Reed Inc. | $7,593.2 |
25 | Edelman Financial Services LLC | $7,106.1 |
26 | D.A. Davidson & Co. | $6,167.1 |
27 | Oppenheimer & Co. Inc. | $6,011.7 |
28 | Suntrust Investment Services Inc. | $5,860.4 |
29 | First Command Financial Planning Inc. | $5,732.4 |
30 | Thrivent Investment Management Inc. | $4,777.9 |
31 | Davenport & Co. LLC | $4,714.9 |
32 | Tiaa-Cref Advice and Planning Services | $4,582.3 |
33 | Metlife Securities Inc. | $4,547.2 |
34 | ING Financial Partners Inc | $4,338.5 |
35 | National Planning Co. | $4,166.7 |
36 | Park Avenue Securities LLC | $3,973.8 |
37 | Scott & Stringfellow LLC | $3,863.2 |
38 | J.J.B. Hilliard W.L. Lyons LLC | $3,735.5 |
39 | Hefren-Tillotson Inc. | $3,688.2 |
40 | Securian Financial Services Inc. | $3,660.7 |
41 | G.W. & Wade LLC | $3,641.6 |
42 | Valley Forge Asset Management Corp. | $3,506.0 |
43 | FSC Securities Co. | $3,488.4 |
44 | Multi-Financial Securities Co. | $3,362.7 |
45 | Lincoln Investment Planning Inc. | $3,142.2 |
46 | Allegheny Investments Ltd. | $3,022.3 |
46 | Allegheny Financial Group Ltd. | $3,022.3 |
48 | Prudential Financial Planning Services | $2,905.9 |
49 | Transamerica Financial Advisors Inc. | $2,691.7 |
50 | VSR Advisory Services | $2,641.8 |
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound